Timf Holdings

Institution · data to Jun 2026

Disclosed value

₹1,978 Cr

Jun 2026 closes

At current prices

…

Current holdings

Tracked since

Sep 2016

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

Radico Khaitan Ltd1.55%

0.00pp₹808 Cr

JM Financial Ltd2.36%

0.00pp₹295 Cr

Tilaknagar Industries Ltd2.42%

-0.01pp₹271 Cr

OneSource Specialty Pharma Ltd1.26%

-0.94pp₹240 Cr

Blackbuck Ltd1.62%

0.00pp₹162 Cr

Nazara Technologies Ltd1.30%

0.00pp₹147 Cr

Bhartiya International Ltd5.27%

0.00pp₹55 Cr

Company	Holding	QoQ	Value
Radico Khaitan Ltd	1.55%	flat	₹808 Cr
JM Financial Ltd	2.36%	flat	₹295 Cr
Tilaknagar Industries Ltd	2.42%	0.01	₹271 Cr
OneSource Specialty Pharma Ltd	1.26%	0.94	₹240 Cr
Blackbuck Ltd	1.62%	flat	₹162 Cr
Nazara Technologies Ltd	1.30%	flat	₹147 Cr
Bhartiya International Ltd	5.27%	flat	₹55 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Timf Holdings — an institution tracked through public shareholding filings — disclosed 7 holdings in Indian listed companies worth ₹1,978 crore. The same holdings-at-filing-value basis put it at ₹1,769 crore in Mar 2026 (+11.8%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Radico Khaitan Ltd (RADICO — 1.55% of the company, ₹808 crore); JM Financial Ltd (JMFINANCIL — 2.36% of the company, ₹295 crore); Tilaknagar Industries Ltd (TI — 2.42% of the company, ₹271 crore); OneSource Specialty Pharma Ltd (ONESOURCE — 1.26% of the company, ₹240 crore); Blackbuck Ltd (BLACKBUCK — 1.62% of the company, ₹162 crore). Those 5 account for 90% of the disclosed value.

Changes in the Jun 2026 filings: Stake reduced in OneSource Specialty Pharma Ltd (−0.94 pp), Tilaknagar Industries Ltd (−0.01 pp). No longer disclosed after the previous quarter: Dam Capital Advisors Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹1,978 Cr	+11.8%
Mar 2026	₹1,769 Cr	−18.2%
Dec 2025	₹2,164 Cr	+9.7%
Sep 2025	₹1,972 Cr	−6.1%
Jun 2025	₹2,101 Cr	+56%
Mar 2025	₹1,347 Cr	−15.7%
Dec 2024	₹1,598 Cr	+47.5%
Sep 2024	₹1,083 Cr	+27.4%

All star portfolios 14 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.